Download Capsule CRM

Author: r | 2025-04-24

Download Free DOCX. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM. eru dei. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM Penjelasan Capsule adalah alat CRM berbasis

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Is highOffline functionality stops working at times.It can slow down Outlook booting.CompatibilityIt offers multiple platform support and compatibility with browser-based (cloud), mobile apps (Android, iOS), and desktop apps (Windows, Mac).eWay-CRM PricingPlan NamePricingFreeFree (Lite version with limited features)Basic$18.00 per user/monthProfessional$24.00 per user/monthEnterprise$36.00 per user/monthCapsuleCapsule is a Customer Relationship Management tool designed for small businesses with basic CRM needs. Capsule is a lightweight CRM that is easy to use and simple. It focuses on organizing customer interactions and organizing them with features like activity tracking, note-taking, and contact management. It promotes collaboration and allows its users to share customer information and notes with the entire team. Capsule offers a free plan with limited features and storage. Key Features of CapsuleCapsule gives a summary of sales opportunities, leads, and their potential values.It also provides activity reporting and sales analytic features.It offers core functionalities and is ideal for new startups.Makes task management easy and provides meeting scheduling, phone calls, and submission deadlines.Businesses can share critical details within the team and can have readymade email templates.Pros of Using CapsuleIt integrates well with other systems and tools.The capsule is lightweight and easy to use.It offers custom fields with easy customization.It gives ample storage space for documents.It offers sales pipeline visibility and clarity.Cons of Using CapsuleIt cannot handle heavy tasks.It comes with limited features.The G-suite integration is hard.No personal reminders are present.It does not offer live chat support.CompatibilityIt offers compatibility with browser-based (cloud), and mobile apps (Android, iOS).Capsule PricingPlan NamePricingFreeFreeStarter$18.00 per user/monthGrowth$36.00 per user/monthAdvanced$54.00 per user/monthAlso read:

CRM for Healthcare - Capsule CRM

Every call promptly, businesses can avoid missed opportunities and potential loss of business. Smith.ai's 24/7 agents, supported by AI technology, handle calls professionally, ensuring exceptional results and customer satisfaction.In addition to call management, Smith.ai's virtual receptionist service offers opportunities to grow the sales pipeline. The sales development team can engage directly with leads, qualifying them to build a robust book of business. With outreach campaigns, businesses can leverage Smith.ai's expertise to effectively reach out to leads and nurture relationships, driving sales and business growth.Also, Smith.ai enables businesses to act on every message efficiently. Whether it's pre-sales inquiries or customer support queries, Smith.ai offers a blend of both human and AI-powered chat support.Softphone.ProSoftPhone.Pro provides users with a desktop SoftPhone solution that connects to their SIP service. With SoftPhone.Pro, users can make and receive calls directly on their desktop, enhancing communication efficiency and accessibility. When a contact calls, SoftPhone.Pro notifies the user of the incoming call, ensuring prompt and informed responses.One of the key features of the integration is the click-to-call functionality from Capsule through a browser extension. This feature enables users to initiate calls directly from Capsule and eliminates the need to switch between applications. By integrating SoftPhone.Pro with Capsule, users can manage their communication activities within the CRM platform, improving productivity and customer engagement.The Future of CRM-VoIP IntegrationsAI-powered call analyticsAI is revolutionizing CRM-VoIP integrations through tools like sentiment analysis and predictive modeling. CRM software anticipates customer needs and tailors interactions based on insights gathered from each call. With this technology, CRM platforms automatically prioritize follow-ups and suggest personalized responses, improving the overall quality of customer service.Omnichannel communicationUnified platforms are on the rise, combining face-to-face, email, social media, and chat conversations into one integrated system. With CRM integration, all customer interactions are accessible from a single dashboard, ensuring efficient management of customer data. It reduces friction between channels, resulting in a consistent customer experience across all channels.Voice assistants and automationVoice assistants are taking over simple tasks like appointment scheduling and data retrieval. These virtual assistants, often embedded in VoIP CRM systems, help automate routine tasks and provide valuable support to your

CRM for Marketing - Capsule CRM

Inbox Power upCapsule’s Gmail and Outlook integrations allow you to manage your sales and tasks seamlessly without leaving your email inbox.With these add-ons, you can easily link emails to contacts, track conversations, and create tasks right from your inbox. It's like having your CRM embedded right where you communicate the most.Stop switching between tabs and enjoy a more efficient, seamless way of tackling your daily sales and tasks.Your website is often the first point of contact for potential clients, and Capsule ensures you never miss a beat when it comes to turning inquiries into golden opportunities. With the Capsule Website Contact Form integration, embed forms on your site that directly feed into Capsule. When visitors reach out through your contact form, their details are automatically captured in Capsule, so you don’t have to manually enter them.The beauty of this integration lies in its simplicity.. Easily segment and prioritize leads, assign follow-up tasks, and track the entire customer journey from that initial contact form submission. It’s like having a personal assistant who ensures every potential client gets the attention they deserve, transforming your website into a powerful lead generation engine.Zapier: The ultimate connectorAll these apps make a meaningful impact on your organization in isolation, but together, with the help of integration tool Zapier, they become more than the sum of their parts.You've got all these fantastic apps doing their thing, but they don’t talk to each other. Enter Zapier – the ultimate connector that turns your business tools into one system or process.Imagine this: a new contact in Capsule triggers a chain reaction, updating your Google Calendar, shooting a message via Slack, and sending a quick email via Gmail – all without you lifting a finger. Zapier is the glue: ensuring your apps communicate seamlessly, saving you time.Whether it's automating tasks,. Download Free DOCX. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM. eru dei. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM Penjelasan Capsule adalah alat CRM berbasis Download Capsule CRM latest version for iOS free. Capsule CRM latest update: Janu

CRM for Wholesaleing - Capsule CRM

And every second spend copying and pasting numbers from a spreadsheet or manually typing them into your VoIP solution count.With a CRM VoIP integration, you can click to call from the CRM itself saving you time switching between systems.Keep an eye on important call analyticsWith a CRM VoIP integration, an integrated system provides you with a way of monitoring calls. It shows incoming and outgoing call metrics along with KPIs. You can track metrics such as number of calls made, the time taken for each call and then you can drill down into call details too.9 telephone & VoIP phone system providers that integrate with CRMOur list breaks down the leading VoIP solutions and integrations they have with Capsule.KrispCallUsing KrispCall alongside Capsule CRM drives efficiency, helps centralize communication data, and picks up time-consuming tasks so you can focus on closing business.KrispCall offers a browser extension that works within Capsule. Installing the extension provides click-to-call functionality, eliminating device-switching and keeping your operations in one place.KrispCall’s extension also automates call documentation, so every note, transcript, and Tag is instantly logged with the activity in the relevant record page. Not only can you manage your leads more efficiently, but it’s also easier to view past engagements the next time you reach out to your contact.Automated call logging creates a complete view of customer history, including your prospects’ past purchases, interactions, notes, and other relevant information, so your sales and marketing teams can personalize interactions to nurture leads effectively.What’s more, KrispCall offers dashboards and reporting, so you can see what calls and messages are driving conversions helping sales teams to optimize their outreach.Finally, connecting Capsule to KrispCall syncs your contact data, so when you add or update in either platform, the information will automatically change in the other, so you don’t need to manually transfer data between the two.Learn more about KrispCall’s features and use cases.InvocoInvoco’s integration creates and updates contacts seamlessly. After calling a contact, Invoco conducts a real-time lookup to your Capsule database.If a matching contact is found, Invoco automatically adds a call note to the contact record and provides a link

CRM for SaaS - Capsule CRM

To the call recording in the Invoco portal. In cases where no matching contact is found, the VoIP solution creates a new contact in Capsule, ensuring no leads or inquiries get lost.Also, the integration generates Missed Call Tasks for incoming calls that go unanswered, enabling users to rapidly follow up on new opportunities.By combining online and email tracking capabilities with a comprehensive call history, you’ll get a holistic view of your interactions with your contacts.Additionally, desktop call notifications offer real-time insights into incoming calls, providing quick access to contact records in Capsule in one click.For users leveraging the Invoco Hosted PBX system, caller information is seamlessly relayed to Invoco VoIP phones, further enhancing the efficiency of communication workflows.With Invoco's integration with Capsule, you’ll optimize your contact management process and stay ahead in building meaningful customer relationships. For those interested in exploring the integration further, Invoco has this demo video on their website.CircleLoopCircleLoop is a VoIP provider that gives users a powerful cloud phone system directly in their CRM platform. With CircleLoop's integration, users can enhance their Capsule experience by logging every call, voicemail, and call recording as Notes against contacts in the address book.This comprehensive call activity logging ensures that you’ll have a complete record of your communication history in Capsule. One standout feature of the integration is the Next Level Inbound Caller ID, which displays all caller details from Capsule on-screen, regardless of the device used for CircleLoop.This helps you instantly identify callers and access their details you’ve recorded in Capsule with a single click, streamlining incoming calls and recording customer interactions.Also, CircleLoop uses Capsule Contact Syncing, ensuring that contact details in Capsule automatically sync with CircleLoop. This synchronization keeps contact information automatically up-to-date, improving communication management.Furthermore, CircleLoop offers lots of additional features, including cross-device phone numbers, call analytics, conference call capabilities, and team management, accessible through its intuitive app interface.KixieKixie offers phone and SMS integration for CRM, streamlining administrative tasks and empowering sales teams to boost productivity and win rates.A standout feature of Kixie's integration is its Click-to-Call functionality, which helps you initiate calls directly from customer profiles

CRM for Freelancers - Capsule CRM

In Capsule. By clicking, calls are placed via Kixie, and all call activities are automatically logged in Capsule. Also, users can record call outcomes in Kixie, ensuring comprehensive activity tracking in Capsule.Kixie's comprehensive calling and texting platform offers advanced features that enhance productivity without increasing headcountAI-powered local presence, helps you reach up to four times more leads, while features like voicemail drop and SMS templates save up to three hours a day.The multi-line PowerDialer enables connections with up to 10 times more leads, and the Automated LeadCaller boasts a 200% increase in connection rates, helping sales engage effectively and efficiently with prospects.By integrating Kixie with Capsule, you’ll gain access to a powerful sales tech stack that simplifies workflow processes, increases lead outreach, and improves the rate at which you successfully connect calls.YayWith Yay's CRM integration, you can enjoy instant click-to-dial functionality, automatic activity logging, call recording, contact synchronization and a suite of call features.Streamline your workflow with one-touch click-to-dial, transforming on-screen phone numbers into clickable links for instant connection with leads and clients. The integration automatically syncs Capsule contacts, ensuring that vital contacts are readily accessible whenever needed.Users can conveniently view call and activity logs directly within the Capsule dashboard, providing insights into call durations and times without the need to switch between platforms.Yay's integration with Capsule extends to call recordings and voicemail management, offering features such as voicemail-to-email and call transcriptions for seamless client communication tracking.Also, Yay's phone system has additional features designed to simplify business operations, including smart call routing, instant scalability, contract-free plans, multi-device compatibility, customizable phone numbers, and productivity-boosting features like click-to-dial.SwitchboardFREESwitchboardFREE provides virtual phone numbers and business VoIP phone systems. With the Capsule integration, SwitchboardFREE automatically synchronizes your Capsule database. Your contacts are updated across all your devices, including the Contact book, app, softphone, and desk phones. Simultaneously, all call activities are logged in Capsule, providing a comprehensive record of interactions.The integration offers additional value with the innovative A.I. Caller Greeting™ feature, which greets callers by their name sourced from Capsule’s Contact Management, creating a more personalized experience.Also, you are audibly alerted to the caller's

CRM for Accountants - Capsule CRM

What is Talisma CRM? "Talisma CRM is a and versatile customer relationship management software that empowers businesses to build stronger relationships with their customers. With its user-friendly interface and robust features, Talisma CRM streamlines customer communications, improves sales processes, and boosts overall business success. Discover the full potential of customer relationship management with Talisma CRM." Discover the unique key features that set Talisma CRM apart from its competitors. The software offers several advantages through its new tools and excellent functionalities. Performance Management Marketing Collateral Marketing Analytics Developer API Case Management CRM & Sales Dashboards Inventory Management Email Integration Contact Manager Capture Leads from Twitter/Facebooks CRM Analytics On-Demand (SaaS) Marketing Automation Email Marketing / SMS Marketing Customer Support CRM & Sales Reports Talisma CRM Pricing Talisma CRM offers fair and inexpensive price choices for organizations of all sizes, from startups to enterprises. Compare plans to find the best option for your budget and requirements. To get a customized quote Click here >> Specifications Software Accessible: Cloud Based Run On Mobile Browser: Yes Offers Free Trial: No Payment Options: Yearly, Onetime(Perpetual license) Life Time Free Plan: No APIs Available: No Customization Possible: No Device Support: Api, Customization, Mobile Support, Windows, Mac Mobile Platforms: Yes Available Support: Email, Phone, Live Support, Training, Tickets Desktop Platforms: No Languages Available: English Company Details Contact Now Company Name Talisma Corporation Company Website Visit Website Talisma CRM Description The Talisma Digital Platform offers a unique blend of cutting-edge technology and proven strategies, resulting in increased business success and lasting customer satisfaction through ongoing engagement. Our platform enables businesses to effectively connect with and engage customers across all communication channels, while accurately measuring the impact of their engagement efforts and leveraging real-time feedback. With modular capabilities, the Talisma platform is designed to support your growth, allowing for seamless integration across multiple channels, interactions, and diverse conversations. Our engagement framework provides a tri-fold advantage, including a comprehensive omni-channel customer experience, streamlined business processes, and advanced analytics and predictive dashboards. Rest assured, with Talisma, your business is equipped with the tools to drive success in the digital age. Most Popular Software Zoho CRM 4.1 (6 reviews) Salesforce 4.5 (7 reviews) Pipedrive Write a Review monday sales CR... Write a Review Capsule CRM Write a Review Other Top Software Alternatives of Talisma CRM Zoho CRM 4.1 Salesforce 4.5 Pipedrive 0.0 monday sal... 0.0 Capsule CR... 0.0 Thryv 0.0 Newton CRM 4.2. Download Free DOCX. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM. eru dei. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM Penjelasan Capsule adalah alat CRM berbasis Download Capsule CRM latest version for iOS free. Capsule CRM latest update: Janu

CRM for restaurants - Capsule CRM

Name before accepting the call, allowing better preparation and engagement. Notes from Capsule are automatically linked to call recordings, enabling access to important information during client interactions.When a call is answered, the caller's Capsule profile instantly opens in the browser, providing immediate access to relevant client details and history. Integration setup is straightforward. You simply need to click the "Sync contacts" button in the SwitchboardFREE Contact Book and authorize the connection with Capsule.In addition to integration benefits, SwitchboardFREE offers VoIP and telephony services aimed at helping businesses create a more professional image, establish a national or local presence, manage calls effectively, and track marketing effectiveness.JustCallJustCall helps you make and receive calls directly within Capsule, streamlining communication processes and ensuring that all call activities, texts, call recordings and voicemails are automatically logged under relevant contacts.Making calls from Capsule is effortless with JustCall – users simply need to click a button next to a phone number to initiate a call. The platform enables users to track their conversations effectively and provide insights into daily interactions.JustCall, automatically records every call made, so you’ll always have call recordings and voicemails forfuture reference. Moreover, JustCall provides click-to-text links, allowing users to send text messages to leads and contacts directly from Capsule. For missed calls, JustCall generates call-back links, enabling users to follow up promptly with their contacts.The integration creates activities in Capsule for every call made or received, ensuring that all communication activities are meticulously tracked and documented. Users can listen to call recordings and voicemails in Capsule, further enhancing the efficiency of communication management.Smith.aiSmith.ai integrates with Capsule, allowing users to efficiently manage call summaries and tasks within their CRM account. When a call comes in and a call summary is generated, Smith.ai automatically creates a ‘Task’ in the user's Capsule account, categorized under ‘Call.’ The complete call summary is included in the ‘Detail’ section of the Task, providing users with details of each call.Users have the flexibility to link these tasks to specific contacts, opportunities, or cases within Capsule , ensuring that all communication activities are accurately recorded and easily accessible. By responding to

CRM for Telemarketing - Capsule CRM

On new toll-free or local numbers as needed.5. Voicemail and Voicemail-to-EmailUsers can access voicemails through the mobile app or get them delivered as email attachments. Optional voicemail transcription uses speech-to-text to convert messages to readable form. 6. Call RecordingUsers can record calls on-demand or automatically based on pre-defined rules and schedules for quality assurance, dispute resolution, compliance, and training purposes. Recordings are accessible online.7. Music on Hold Custom music or pre-recorded messages can be uploaded to entertain callers while they wait for an agent. Configurable hold duration announcements are also available. 8. CRM Integration It integrates natively with popular CRM platforms like Salesforce, Zoho, and Capsule to enable click-to-dial, call log syncing, and automatic call screen pops with customer data.Use Cases for Ooma Office1. Professional Service Firms Law offices, real estate agencies, accounting firms, and IT consultancies can present a polished image using Ooma Office’s virtual receptionist, custom holds music, intelligent call routing, and CRM integration features.2. Multi-Location BusinessesIts cloud delivery model and mobile app help unify communications across multiple business locations by extending the full office phone capabilities to remote and mobile workers.3. Call Centers and Customer SupportFeatures like automatic call distribution, configurable hold music, warm call transfers, and real-time agent monitoring help call centers deliver prompt, professional customer service. 4. Sales TeamsSales reps and account executives can utilize Ooma Office’s call recording for training purposes, voicemail-to-email for quick message access while on the go, click-to-dial to accelerate outbound calls, and CRM integration to eliminate manual data entry.5. Home. Download Free DOCX. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM. eru dei. BUKU PANDUAN MENGGUNAKAN CAPSULE CRM Penjelasan Capsule adalah alat CRM berbasis Download Capsule CRM latest version for iOS free. Capsule CRM latest update: Janu

CRM for Architects - Capsule CRM

Vital tool for sales reps too. Reps who analyze their own performance can identify trends, improve their sales strategy, and adjust tactics to hit targets. As a result, they are empowered to take responsibility for their results.Myth 2: Sales reports only show past performance.While sales reports do provide insight into past sales revenue, they can also help forecast future performance. Sales pipeline data – along with predictive analytics – can guide decision-making and show potential trends, helping businesses plan and adjust strategies in real-time.Myth 3: Reporting tools are too complex for small businesses.Many small businesses avoid sales reports – thinking the tools are too complicated. In reality, there are CRM tools and sales reporting systems that are simple and intuitive, designed for startups and smaller teams. These tools provide just the right level of detail to help businesses track progress and improve efficiency without being overwhelmed by complexity.ConclusionWhile traditional sales reports, whether they be daily, weekly, or monthly sales report templates, have their place in tracking sales performance, they are far from the only tools available. From CRM systems to predictive analytics, there are numerous ways to gain a more comprehensive understanding of your sales operations.Choosing the right sales report template or alternative method, you can better meet your sales targets, optimize your sales pipeline, and ultimately generate a more successful sales report.Try Capsule CRM free for 14 days and see how it can help you manage your sales team.How do you write a sales report?To write a sales report, gather all relevant sales data and metrics for the reporting period, then organize them into sections like executive summary, sales data, and action plans. Use charts and graphs to visualize data for easier interpretation.How do I create a sales report template?To create a sales report template, outline the key sections